AAPL β€” APPLE INC

Ownership history in Eaton-Cambridge Inc.  Β·  9 quarters on record

AI Ownership Summary

Eaton-Cambridge Inc. reported APPLE INC (AAPL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.58% in 2023 Q4. The latest visible filing shows AAPL at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eaton-Cambridge Inc.'s position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Eaton-Cambridge Inc. held AAPL β€” position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,518 +303 +2.7% 1.03% $3.1M 2026-02-14 (Est.) $255.78
2025 Q3 ADDED 11,215 +58 +0.5% 0.99% $2.9M 2025-11-13 $272.69
2025 Q2 ADDED 11,157 +218 +2.0% 0.86% $2.3M 2025-08-14 $232.34
2025 Q1 ADDED 10,939 +142 +1.3% 1.04% $2.4M 2025-05-13 $212.28
2024 Q4 REDUCED 10,797 -10 -0.1% 1.21% $2.7M 2025-01-22 $222.61
2024 Q3 ADDED 10,807 +127 +1.2% 1.19% $2.5M 2024-10-21 $234.94
2024 Q2 ADDED 10,680 +224 +2.1% 1.15% $2.2M 2024-07-17 $227.12
2024 Q1 REDUCED 10,456 -3,126 -23.0% 0.95% $1.8M 2024-05-15 $188.26
2023 Q4 INITIATED 13,582 β€” β€” 1.58% $2.6M 2024-02-13 $183.37

FAQ About Eaton-Cambridge Inc. and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eaton-Cambridge Inc. reported owning AAPL?

Eaton-Cambridge Inc. reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in Eaton-Cambridge Inc.'s portfolio?

The largest reported portfolio weight for AAPL was 1.58% in 2023 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Eaton-Cambridge Inc. reported 11,518 shares, equal to 1.03% of portfolio, with an estimated market value of $3.1M.

What does the chart on this AAPL ownership page compare?

The chart compares Eaton-Cambridge Inc.'s quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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